SCAUX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
-0.54%
3 Months
+10.21%
6 Months
+6.86%
YTD
+6.59%
1 Year
+17.09%
3 Years (annualized)
+16.03%
5 Years (annualized)
+9.93%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAUX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+8.36%
vs Peers
-1.76%

SCAUX Mutual Fund Performance

SCAUX performance across multiple time periods: 1-month -0.54%, YTD 6.59%, 1-year 17.09%, 3-year 16.03%, 5-year 9.93%, 10-year 7.78%.

SCAUX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

SCAUX performance comparison shows side-by-side returns with another fund. SCAUX alternatives are available in the Mutual Fund Screener.